Advisor at ValMark Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ValMark Advisers, Inc.
Location
Ellijay, GA
Credentials
ChFC®, Series 63, Series 65
Industry experience
47 years
Flat fees negotiated between $50 and $50,000 or more; disclosed in advisory agreement.
Less than $1,000,000 - $1,000,000: 1.95% annually $1,000,001 - $2,000,000: 1.75% annually $2,000,001+: 1.50% annually
Commissions received by IARs for securities transactions through affiliated broker-dealer Valmark Securities, Inc.
Hourly fees vary depending on client needs and complexity; exact rates disclosed in advisory agreement.
Account minimum: $50,000 Fee-only: Advisory fees negotiated between client and IAR, not exceeding tiered percentages above.
Valmark Advisers, Inc.
2022 - Present (4 years)
Valmark Securities, Inc.
2022 - Present (4 years)
Kestra Advisory Services, LLC
2016 - 2022 (6 years)
Kestra Investment Services, LLc
2003 - 2022 (19 years)
NFP Securities, Inc.
2003 - 2016 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Ellijay, GA
Edward Jones
Series 63, Series 65
Blue Ridge, GA
Merrill
Janet Zaloga is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has dedicated her entire 39-year career. She specializes in retirement, education, and estate planning services, providing personalized financial strategies to help clients pursue their long-term goals. Janet works closely with clients on areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Janet graduated with high distinction from the University of Michigan with a degree in economics. She has earned the Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Her professional approach emphasizes educating clients to focus on achieving their financial objectives. Residing in Tampa, Florida since 1984, Janet and her team have a presence in Clearwater, Florida, and Farmington Hills, Michigan. She is involved in community organizations including the Humane Society of Tampa Bay, Historic Tampa Theater, Raptor Center of Tampa Bay, and Maxx & Me Pet Rescue. Janet's personal interests include biking, bowling, cooking, gardening, hiking, music, photography, reading, traveling, and yoga.
Series 66
Blue Ridge, GA
Edward Jones
CFP®, ChFC®, Series 63
Ellijay, GA
Asset Protection Group, Llc
Series 63, Series 65
Blue Ridge, GA
Asset Accumulation, Protection, Preservation and Transfer, LLC
Series 63, Series 66
Blue Ridge, GA
Swords Capital Management, LLC
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